Root Financial Partners
FRSH icon

Root Financial Partners’s Freshworks FRSH Stock Holding History

Root Financial Partners’s Portfolio FRSH Stock Details FRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$28.8K Buy
+2,250
New +$26.8K ﹤0.01% 1362
2026
Q2 		– Sell
-18
Closed -$145 – 1435
2026
Q1 		$145 Sell
18
-201
-92% -$1.85K ﹤0.01% 3219
2025
Q4 		$2.68K Buy
219
+65
+42% +$768 ﹤0.01% 1933
2025
Q3 		$1.81K Buy
+154
New +$2.07K ﹤0.01% 1970

Other funds holding FRSH

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inlight Wealth Management
Inlight Wealth Management Atlanta, Georgia $350M AUM 17.84% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Achmea Investment Management
Achmea Investment Management Zeist, Netherlands $12.6B AUM 25.68% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Steinberg Asset Management
Steinberg Asset Management New York $154M AUM 31.68% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Root Financial Partners's FRSH Position: Q3 2026 in Review

Root Financial Partners opened a new position in Freshworks (FRSH) in Q3 2026: 2,250 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #1362 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FRSH as recently as Q1 2026.

Root Financial Partners first reported a position in FRSH in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold FRSH as of Q3 2026.

  • Root Financial Partners held 2,250 shares of Freshworks worth $28.8K as of Q3 2026.
  • Freshworks was a new Root Financial Partners position in Q3 2026.
  • Freshworks made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1362 holding.
  • Root Financial Partners first reported a position in Freshworks in Q3 2025 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held Freshworks as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.